Markets Look to January WASDE as Producers Weigh Storage, Shipping and Business Planning

Lewis Williamson with HTS Commodities breaks down the outlook on grain storage and domestic supply chain strength as producers weigh planting decisions with forthcoming federal aid.

NASHVILLE, TENN. (RFD-TV) — Supply and demand estimates from December’s WASDE Report from the U.S. Department of Agriculture (USDA) show that a lot of grains will be on hand this winter. It is testing storage and transportation systems. Despite heavy supplies, Justin Cauley of the National Grain Car Council told RFD-TV News that all systems are holding their own—at least so far.

“Not only did we have a big crop; we had everything coming at us at once, you know, ideal weather for the harvest time in a lot of areas,” Cauley explained. “You ask, as it relates to the transportation networks -- rail, truck, vessel, barge -- it seems all modes were well prepared for the surge, and we haven’t seen any significant logistic backlogs during this harvest season.”

Even if issues arise, Cauley said there are many options for most growers looking to offload their grain, and while it has been largely smooth sailing, shippers will be prepared.

“We’re preparing for strong demand,” he said. “Through the first quarter of the calendar year, we’re also preparing for cold weather. So, despite what we think are going to be some challenges — upcoming, potential challenges — we’re well prepared.”

With this week’s WASDE offering mostly steady projections across major crops, market watchers are already shifting their focus toward the January report. In the meantime, grain storage challenges, shipping constraints, and questions surrounding newly announced farmer assistance are dominating conversations in the ag sector.

Lewis Williamson with HTS Commodities joined us on Thursday’s Market Day Report to break down the outlook. He noted it has been an especially busy week for agriculture, with analysts tracking everything from global demand trends to domestic logistics and end-of-year marketing decisions.

Williamson also weighed in on the administration’s new farm aid package, saying producers are hopeful it may provide some added certainty as they plan for the coming year. While it remains to be seen how impactful the support will be, the announcement has become a key factor shaping near-term market sentiment.

Related Stories
Crop insurance remains a vital tool for managing climate-driven risk.
RFD-TV Farm Legal and Tax Expert Roger McEowen with the Washburn School of Law dives into a “potpourri” of ag tax and law-related issues in his latest Firm to Farm blog post.
Market analyst Kevin Huddleston said news of trade deals could rebound cotton prices in late fall, and producers need to be ready to strike deals.
Lewis Williamson, from HTS Commodities, joined us to share insights on the farm economy from producers in the field.
Dr. Mark Svoboda with the National Drought Mitigation Center discusses a new global drought report and resources to help operations increase drought resilience.
Despite tariffs having a less significant impact on exports, corn producers struggle with tariff-related increases on inputs, which complicates their bottom line.
Jack Daniel’s will end its Cow Feeder Program, which served around 100 livestock operations near the distillery, and redirect spent grains to its anaerobic digester.

Marion is a digital content manager for RFD-TV and The Cowboy Channel. She started working for Rural Media Group in May 2022, adding a decade of experience in the digital side of broadcast media and some cooking experience to the team.

LATEST STORIES BY THIS AUTHOR:

According to Ag Secretary Brooke Rollins, the top three soy-crushing companies in Bangladesh agreed to buy $1 billion worth of U.S. soybeans over the next year.
According to the new report, seven out of ten rural bankers support President Trump’s recent trade steps with China, expressing cautious optimism about future export potential.
Dr. Jeffrey Gold discusses ways families can approach changes in aging loved ones over the holiday season and manage care with compassion and empathy.
Laramie Sandquist discusses Nationwide Agribusiness’s commitment to grain bin safety initiatives, including providing life-saving equipment and training to fire departments across the country.
Brooks York with Agri-Sompo discusses how this year’s pricing period played out and what it could mean for farmers heading into the end of the season.
An import lag for ground beef will likely look different than last year’s egg shortage. The difference comes down to biosecurity and market flexibility.